Prudent Street Financial Advisors — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Prudent Street Financial Advisors is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $114,113.

Reported compensation summary

Reported direct compensation
$0
Reported indirect compensation
$114,113
Total reported compensation
$114,113
Filings
2
Plan sponsors
2
Plans
2
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Prudent Street Financial Advisors
SponsorStatePlansReported compensation
Premier Medical Group, P.C.TN1$88,247
John W. Mcdougall Co. , Inc.TN1$25,866

State footprint

Plans reporting Prudent Street Financial Advisors are sponsored in TN (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Premier Medical Group, P.C.Premier Medical Group,P.C.401(K) Profit Sharing Plan2023$0$88,247
John W. Mcdougall Co. , Inc.John W. Mcdougall Co. , Inc. Profit Sharing And2023$0$25,866

Related Form 5500 pages